This multi-dimensional research platform helps the Wealth Manager oversee their investment process and delivers insights you can share with your clients and prospects.
Add Ons Include: Stock Selection, ETF Selection
This research is targeted for small-to-mid size advisors/wealth managers and provides a powerful combination of U.S. market & economic insights, asset allocation models, digital tools and proprietary indicators.
Larger advisors/wealth managers would benefit from our institutional offerings.
